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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dawson's Hardware | Topsfield | MA | 01/2015 | 01/2021 |
| Philbrook Dining Hall | Durham | NH | 02/2020 | 03/2020 |
| Alku | Andover | MA | 06/2021 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 06/2022 | Present |
| University Of New Hamphire | Durham | NH | 08/2019 | 06/2022 |
| Masconomet Regional High School | Boxford | MA | 09/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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